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Mizuho Financial
MFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
376
Capital Analysts LLC
Pennsylvania
$17K -$745 -83 -4%
FMP
377
Financial Management Professionals
Texas
$16.6K -$1.41K -157 -8%
FCAS
378
First Command Advisory Services
Texas
$15.5K +$9.35K +1,041 +180%
CFM
379
Cornerstone Financial Management
Massachusetts
$14K +$8.1K +902 +160%
APFP
380
Action Point Financial Planning
Michigan
$13.5K +$12.7K +1,415 New
BFS
381
Bare Financial Services
Pennsylvania
$13.2K +$10.5K +1,169 +567%
GTAM
382
Global Trust Asset Management
Florida
$12.7K – – –
KG
383
Kilter Group
New York
$12.4K +$10.8K +1,203 +1,253%
JWM
384
JPL Wealth Management
Colorado
$11.9K +$4.13K +460 +58%
AAS
385
Ameritas Advisory Services
Nebraska
$11.4K +$10.7K +1,189 New
PWA
386
Physician Wealth Advisors
Utah
$11.3K +$3.85K +429 +57%
ST
387
Smithfield Trust
Pennsylvania
$10K – – –
GJIA
388
Glass Jacobson Investment Advisors
Maryland
$9.58K – – –
EI
389
EFG International
$9.57K – – –
BFPW
390
BOK Financial Private Wealth
Colorado
$9.28K +$8.7K +969 New
SWM
391
Spire Wealth Management
Virginia
$8.43K – – –
MNA
392
Manning & Napier Advisors
New York
$7.59K -$9 -1 -0.1%
RWS
393
Retirement Wealth Solutions
Wisconsin
$7.44K +$287 +32 +4%
APW
394
Aventura Private Wealth
Florida
$7.33K +$6.87K +765 New
NP
395
Ninepoint Partners
Ontario, Canada
$7.2K +$4.2K +467 +164%
TRCT
396
Tower Research Capital (TRC)
New York
$6.69K +$3.48K +387 +124%
AWA
397
Acumen Wealth Advisors
Tennessee
$6.41K – – –
NSIM
398
North Star Investment Management
Illinois
$6.28K – – –
AA
399
Ancora Advisors
Ohio
$6.1K -$9.38K -1,044 -62%
IAS
400
IMA Advisory Services
Colorado
$5.92K +$1.9K +212 +52%
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16
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